Patient Chart: Payments

Version 14.19

This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page.

About Patient Chart: Payments

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Payments

The Payments window displays the payments and adjustments received from the patient and payer(s). New payments can be posted from here.

NoteJust like a paper chart, the electronic chart in OP contains personal health information and should be kept protected and confidential. Always close all windows on your screen and log out of OP when you are not at your workstation.

Patient Chart: Payments Map

Number
Section
Description

1

Payments button

The Payments button accesses the Payment window in the patient's chart.

2
New Payment buttonThe New Payment button opens the Add Payments and Adjustments window for entry of a new payment os adjustment from the patient or insurance payer(s).
3
Payments grid
The Payments grid displays an ordered list of payments and adjustments received from the patient and payer(s).
Version 14.10

About Patient Account: Payments Tab

Path: Smart Toolbar > Account button > Payments tab

The Patient Account window maintains a patient’s account.  Some of the main functions that can be performed on a patient’s account include:

  • Enter a copay
  • Post a charge manually
  • Enter hospital charges
  • Verify claim accuracy
  • Post a patient payment
  • Issue a patient refund
  • Write an account note
  • View claim history
  • Print a CMS-1500
  • Print a statement

The Payments tab displays an ordered list of payments received from the patient and payer.  You can post payments from this location.

Patient Account: Payments Tab Map

Number
Section
Description

1

Patient Account tabs

The Patient Account contains the following tabs:

2

Scope
The Scope field narrows the parameters for the displayed information in the patient’s account.  Information can be displayed by patient or family.
3
+ Payment buttonThe + Payment button opens the Add Payments and Adjustments window in order to apply or adjust a payment to the patient's account.
4
Payments grid
The Payments grid displays an ordered list of payments received from the patient and payer.  Payments include direct payments.